Institutional Ownership Nisource Inc. (NI)
This table provides information about the institutional ownership of Nisource Inc. (NI). We have compiled data on the 729 institutions that hold shares in the stock, with a total of 424 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
24
shares
|
$877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
23
shares
|
$841
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
21
shares
|
$767
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
21
shares
|
$767
0.0% of portfolio
|
Q3 2024
Reduced 79.21%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
20
shares
|
$731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
19
shares
|
$694
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
18
shares
|
$658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
16
shares
|
$585
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
15
shares
|
$548
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
12
shares
|
$438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
9
shares
|
$329
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6
shares
|
$219
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
6
shares
|
$219
0.0% of portfolio
|
Q1 2022
Reduced 99.24%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
4
shares
|
$146
0.0% of portfolio
|
Q3 2024
Reduced 99.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4
shares
|
$146
0.0% of portfolio
|
Q1 2019
Reduced 97.84%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
1
shares
|
$36
0.0% of portfolio
|
Q2 2023
Reduced 96.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1
shares
|
$36
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|